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SAP CRM 7.00 December 2010 English
CRM Central Master Data Standalone (C09) Building Block Configuration Guide
SAP AG Dietmar-Hopp Allee 16 69190 Walldorf Germany
SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide
Copyright © 2010 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjects Explorer, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP France in the United States and in other countries. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide
Contents 1 Purpose..............................................................................................................................5 2 Preparation.........................................................................................................................5 .2.1 Prerequisites...............................................................................................................5 .2.2 SAP Notes..................................................................................................................5 3 Configuration......................................................................................................................6 .3.1 Business Partner.........................................................................................................6 3.1.1 Customers.............................................................................................................6 .3.1.1.1 Defining Number Ranges...........................................................................6 .3.1.1.2 Defining Groupings.....................................................................................6 .3.1.1.3 Execute Report for Changeover Classification...........................................7 .3.1.1.4 Creating Customers....................................................................................7 .3.1.1.5 Assigning Relationships to Business Partners............................................9 3.1.2 Contact Persons..................................................................................................10 .3.1.2.1 Defining Number Ranges..........................................................................10 .3.1.2.2 Defining Groupings...................................................................................11 .3.1.2.3 Creating Contact Persons.........................................................................11 .3.1.2.4 Assigning Contact Persons to Customer..................................................12 3.1.3 Competitors.........................................................................................................13 .3.1.3.1 Defining Number Ranges..........................................................................13 .3.1.3.2 Defining Groupings...................................................................................13 .3.1.3.3 Creating Competitors................................................................................14 .3.2 Products....................................................................................................................14 3.2.1 Checking Application Assignment for Product Hierarchies..................................14 3.2.2 Creating a Category Hierarchy ...........................................................................15 3.2.3 Assigning Product Hierarchy to Application.........................................................16 3.2.4 Creating a Category for Sales.............................................................................17 3.2.5 Define Format of Product ID................................................................................18 3.2.6 Defining Number Ranges for Materials ..............................................................18 3.2.7 Specify Number Assignment Settings.................................................................19 3.2.8 Creating Products................................................................................................20 .3.3 Conditions.................................................................................................................21 3.3.1 Determining Pricing Procedures .........................................................................21 3.3.2 Creating Conditions.............................................................................................23
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide
Configuration Guide 1
Purpose
This configuration guide provides the information you need to set up the configuration of this building block manually.
2
Preparation
.2.1 Prerequisites Before starting with the installation of this building block, please see the document Quick Guide to Installing SAP Best Practices for CRM.
.2.2 SAP Notes Before you begin the installation and configuration, read the relevant SAP Notes. These SAP Notes contain important information for installation and configuration, and also corrections concerning this building block. Make sure that you have the most up-to-date version of SAP Notes. You can find the SAP Notes on the SAP Service Marketplace (http://service.sap.com/notes). SAP Note
Area
Title (Currently there are no SAP Notes relevant for this building block.)
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide
3
Configuration
.3.1 Business Partner 3.1.1
Customers .3.1.1.1 Defining Number Ranges
Use You want to create customers with separate external number ranges in CRM.
Procedure 1. Access the activity using one of the following navigation options: Transaction code
BUCF
SAP CRM IMG menu
Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges
2. Choose Change Intervals. 3. Enter the following interval IDs and number ranges one after another: Number range
From number
To number
Ext
Y5
100000
599999
X
Y6
600000
699999
4. Choose button Insert (Enter). 5. Save your entries.
.3.1.1.2 Defining Groupings Use You want to create customers with the external number ranges in CRM. You have to define the grouping and assign the number range to this grouping
Procedure 1. Access the activity using the following navigation options: Transaction code
SPRO
SAP CRM IMG menu Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Groupings and Assign Number Ranges 2. Choose New Entries. 3. Enter the following values: Grouping
© SAP AG
Short name
Number range
External
Int.Std Grping
Ext.Std Grping
Hide
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide Y5
CRM Customer
Y5
Y6
CRM Consumer
Y6
X
X X
4. Save your entries.
.3.1.1.3 Execute Report for Changeover Classification Use A report has to be executed to changeover the customer classification from former CRM releases.
This report has to be executed once even in case of a new installed CRM system. Otherwise error messages during business partner processing will occur. See SAP Note 450640 for details.
Procedure 1. Access the activity using the following navigation option: Transaction code
SA38
2. Enter the report CRM_MKTBP_ZCACL_UPDATE_30 and Execute. 3. Keep the default values and choose Execute. 4. In case of the status message No Suitable Classes Found no further actions are required. 5. In case of other message read the documentation of the report and run the report with deactivated flag for Test mode.
.3.1.1.4 Creating Customers Use All SAP Best Practices scenarios require sample customers for creation of transactional data. These customers are normally replicated from the ERP system into the CRM system. In case of a standalone CRM system customers have to be created initially in the CRM system. Please create customers with business partner IDs and name as listed in the following table: Business Partner ID
Name
100000
Customer domestic 00
100001
Customer domestic 01
100002
Customer domestic 02
100003
Customer domestic 03
100004
Customer domestic 04
100005
Customer domestic 05
100009
Customer domestic 06
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide Business Partner ID
Name
100010
Customer domestic 07
Procedure 1. Log on to the SAP CRM WebClient with the user ‘POWER_USER.’ 2. Access the activity using one of the following navigation options: SAP CRM WebClient menu
Master Data Create: Corporate Account
3. Make the following entries: Field name
User action and values
Comment
General Data Grouping
CRM Customer
ID
Enter a value
Name 1
Enter a name
Name 2 Search Term
Enter the relevant data
Rating
A-customer
Employee Responsible Employee ID
Will be assigned in the next step
Name
Will be assigned in the next step
Main Address and Communication Data Street/House Number
Enter the relevant data
Postal Code/City
Enter the relevant data
Country
Enter the relevant data
Region
Enter the relevant data
All the data that is known about the contact
Transport Zone Language Phone/Extension
Enter the relevant data
Fax/Extension E-Mail
Enter the relevant data
Website Communication Method Notes Customer is interested in the product and wants the new product catalog.
Enter a short note to provide all necessary internal information.
4. In the assignment block Roles choose Edit List and select the Role Sold-To Party from the dropdown list.
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide 5. In case the assignment block Sales Area Data is not displayed, choose button Personalize on the top of the page (next to the button Print) and move Sales Area Data from the Available Information to the Displayed Information and Save. 6. Open the assignment block Sales Area Data and choose the button New. 7. In the view Sales Area Select a Sales Area consisting of a combination of Sales Organization and Distribution Channel by using the Input Help. 8. In the view Billing select values from the dropdown list/Input Help for at least the following fields: •
Customer Pricing Procedure, for example .Standard
•
Currency, for example .EUR
•
Terms of Payment
9. Choose Back. 10. Save your entries.
.3.1.1.5 Assigning Relationships to Business Partners Use When using the pre-defined partner determination rules in sales transactions the sales representative is determined automatically via the employee responsible that is assigned to the customer.
Procedure 1. Log on to the SAP CRM WebClient with the user POWER_USER. 2. Access the activity using one of the following navigation options: SAP CRM WebClient menu
Master Data Search: Accounts
3. Search for the first business partner you have created in step Creating Customers by Name 1 / Last Name and/or by Account ID (e.g. Customer domestic 00 / 100000). 4. Choose button Search. 5. In the result list click on the link of the business partner name. 6. Open the assignment block Relationships and choose New. 7. In the view Relationships maintain the following entries by using the dropdown list or the Input Help respectively: Field Name
Field Entry
Relationship
Has the Responsible Business Partner
Relationship to BP
Matthew Carter (10230)
8. In the view Partner Function Assignments maintain the following entries by by using the dropdown list or the Input Help respectively: Field Name
Field Entry
Sales Org. ID
BP Sales Organization
Distr. Channel ID
10 (Direct Sales)
Partner Function
Employee Responsible
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide 9. Choose Back and Save. 10. In the assignment block Relationships choose New again to maintain the employee responsible: 11. In the view Relationships maintain the following entries by using the dropdown list or the Input Help respectively: Field Name
Field Entry
Relationship
Has the Employee Responsible
Relationship to BP
Michael Curtis (10010)
12. In the view Partner Function Assignments maintain the following entries by by using the dropdown list or the Input Help respectively:. Field Name
Field Entry
Sales Org. ID
BP Sales Organization
Distr. Channel ID
10 (Direct Sales)
Partner Function
Sales Representative
13. Choose Back and Save. 14. Repeat steps 3 – 13 for each business partner, which you have created in step Create Customers.
Result An employee has been assigned to a customer as responsible Business Partner. After the assignment of access sequence Business Partner Relationships: Sold-To-Party to a partner determination procedure, this employee will always be found automatically as responsible employee when creating a document (e.g., service order, complaint) for the respective customer.
3.1.2
Contact Persons .3.1.2.1 Defining Number Ranges
Use You want to create contact persons with separate number ranges in CRM.
Procedure 1. Access the activity using one of the following navigation options: Transaction code
BUCF
SAP CRM IMG menu
Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges
2. Choose button Change Intervals. 3. Enter the following interval IDs and ranges: Number range
From number
To number
Ext
Y9
0008000000
0008999999
X
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide 4. Choose button Insert (Enter). 5. Save your entries.
.3.1.2.2 Defining Groupings Use You want to create contact persons in CRM. You have to define the grouping and assign the number range to this grouping
Procedure 1. Access the activity using the following navigation options: Transaction code
SPRO
SAP CRM IMG menu Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Groupings and Assign Number Ranges 2. Choose New Entries. 3. Enter the following values: Grouping
Short name
Description
Number range
External
Y9
CRM Contact
CRM Contact Person
Y9
X
Int Std. Grping
4. Save your entries.
.3.1.2.3 Creating Contact Persons Use All SAP Best Practices scenarios require sample contact persons for customers for creation of transactional data. In case of a standalone CRM system contact persons have to be created initially in the CRM system. Please create contact persons as listed in the following table: Business Partner ID
Name
8000000
Frank Bauer
8000001
Marian Fisher
8000002
Peter Lemon
8000003
Susan Smith
8000004
Ronald Miller
8000005
Paul Baker
8000006
Christine White
8000007
Chris Cooper
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide
Procedure 1. Log on to the SAP CRM WebClient with the user POWER_USER. 2. Access the activity using one of the following navigation options: SAP CRM WebClient menu
Master Data Create: Contact
1. In the view General Data Enter the ID and the Name of the business partner. 2. Choose Language by the Input Help. 3. Choose Grouping ‘CRM Contact Person’ in the dropdown list. 4. Enter a Search Term 1. 5. In the views Main Address and Communication Data enter at least values for the following fields: •
Street/House Number, Postal Code/City, Country
•
Phone/Extension, E-Mail, Communication Method
6. Save your entries.
.3.1.2.4 Assigning Contact Persons to Customer Use Assign the contact person to customers according to the following table: Customer (Account ID)
Contact Person
100000
Frank Bauer
100001
Marian Fisher
100002
Peter Lemon
100003
Susan Smith
100004
Ronald Miller
100005
Paul Baker
100009
Christine White
100010
Chris Cooper
Procedure 1. Log on to the SAP CRM WebClient with the user POWER_USER. 2. Access the activity using one of the following navigation options: SAP CRM WebClient menu
Master Data Search: Accounts
1. Search for the first customer of the table above by the Account ID. 2. Choose button Search. 3. In the result list click on the link of the account name. 4. Open the assignment block Contacts and choose Add. 5. In the view Contact maintain the Contact ID of the corresponding ‘Contact Person’ in the table above by using the Input Help. 6. Choose Back and Save.
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide
3.1.3
Competitors
Use In some scenarios, for example Opportunity Management, you can specify competitors. Competitors can be created in the system as master data. Create a new Business Partner in the Role Competitor and enter the required data.
.3.1.3.1 Defining Number Ranges Use You want to create competitors with separate external number ranges in CRM.
Procedure 1. Access the activity using one of the following navigation options: Transaction code
BUCF
SAP CRM IMG menu
Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges
2. Choose button Change Intervals. 3. Enter the following interval IDs and ranges: Number range
From number
To number
Y8
0009000000
0009999999
Ext
4. Choose button Insert (Enter). 5. Save your entries.
.3.1.3.2 Defining Groupings Use You want to create competitors with the external number ranges in CRM. You have to define the grouping and assign the number range to this grouping
Procedure 1. Access the activity using the following navigation options: Transaction code
SPRO
SAP CRM IMG menu Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Groupings and Assign Number Ranges 2. Choose New Entries. 3. Enter the following values:
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide Grouping
Short name
Description
Number range
Y8
CRM Competitors
CRM Competitors
Y8
External
Int Std. Grping
4. Save your entries.
.3.1.3.3 Creating Competitors Procedure 1.
Log on to the SAP CRM WebClient with the user POWER_USER.
2. Access the activity using one of the following navigation options: SAP CRM WebClient menu
Master Data Create: Corporate Account
3. In the view General Data enter the Name of the competitor (e.g. APRA) but leave the ID field blank. 4.
Choose Grouping ‘CRM Competitors’ in the dropdown list.
5.
Enter a Search Term.
6.
In the view Main Address and Communication Data enter at least values for the following fields:
7.
Street/House Number, Postal Code/City, Country
8.
Phone/Extension, E-Mail
9.
Choose Language by the Input Help.
10. Save your entries.
.3.2 Products Use Products are goods which are the object of a company's business activities. The product master provides you with all information on the products that your company purchases and sells. Product information is used in marketing, sales, and service processes. Only the products of type material are created in this building block. Products of other types like Service or Warranty are defined related building blocks, such as CRM Service. Materials have to be only created directly in the CRM system if the CRM system is used as a standalone system. This is applicable to some SAP Best Practices scenarios like Activity Management or Opportunity Management.
3.2.1
Checking Application Assignment for Product Hierarchies
Use In case of a standalone CRM system no product hierarchies are initially available in the system. This has to be checked before creating product hierarchies.
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide
Don’t create product hierarchies with ID R3MATCLASS, R3PRODHIER, R3PRODSTYP manually in the CRM system because these hierarchies are created automatically in case of a (later) integration with an ERP system.
Procedure 1. Access the activity using one of the following navigation options: Transaction code
COMM_PRAPPLCAT
SAP CRM IMG menu
Cross-Application Components SAP Product Product Category Assign Category Hierarchies to Applications
2. Double-click on view Assign Hierarchies to Applications. No entry for application Product should be found here. 3. Choose Back.
Result If you have found an entry as described above, you can proceed with the creation of the categories.
3.2.2
Creating a Category Hierarchy
Use The material master data has to be maintained with special information according to the transaction in which they are used. Therefore you have to create a product category. The product category with sets and attributes for those kinds of services has to be created.
If you create base hierarchies manually for the product type Material or Service
do not later connect an ERP system to your CRM system without consulting SAP first. In no way perform an R/3 Customizing download.
Procedure 1. Log on to the SAP CRM WebClient with the user POWER_USER. 2. Access the activity using one of the following navigation options: SAP CRM WebClient menu
Master Data Create: Product Hierarchy
3. In the view General Data enter the Hierarchy ID and a Description. When creating new data manually for both languages (EN and DE), you need to maintain translation-sensitive data (descriptions, titles, texts etc.) twice, after having logged on the system with the appropriate language (EN and/or DE). Field Name
Field Entry
Hierarchy ID
YBPCRMPROD
Description
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BP CRM Products (EN);
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide Field Name
Field Entry BP CRM Produkte (DE)
4. Choose Save. 5. In the assignment block Categories choose Edit Hierarchy and then New. 6. Maintain the Hierarchy Structure (= Category ID) and the Category (=Category Short Text). Field Name
Field Entry
Hierarchy Structure
YBP_CRM_PRODTYPE
Category
BP CRM Product Types (EN); BP CRM Produktarten (DE)
7. Save your entries.
3.2.3
Assigning Product Hierarchy to Application
Use In order to make the categories visible in the product master the new hierarchy has to be assigned to the application Product.
Procedure 1. Access the activity using the following navigation options: Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components → SAP Product → Product Without Customizing Transfer from Backend Systems
2. Select the activity Assign Category Hierarchies to Applications and click on the button Choose. 3. Double-click on the folder Assign Hierarchies to Applications. 4. Choose New Entries. 5. Maintain the values as shown in the following table. Field Name
Value
Assign Hierarchies to Applications Application
03 Product
Hierarchy ID
YBPCRMPROD
6. Choose Save. 7. Select the assigned Hierarchy YBPCRMPROD to the application 03 Product and doubleclick on the folder Assgmt per Product Type for Application ‘Product’. 8. Choose New Entries. 9. Maintain the values as shown in the following table. Field Name
Value
Assgmt per Product Type for Application ‘Product’ Product Type
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01 Material
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide Field Name
Value
Hierarchy ID
YBPCRMPROD
10. Choose Save.
3.2.4
Creating a Category for Sales
Use The purpose of this activity is the creation of a new category for sales products which are used in sales scenarios.
Procedure 1. Log on to the SAP CRM WebClient with the user POWER_USER. 2. Access the activity using one of the following navigation options: SAP CRM WebClient menu
Master Data Search: Product Hierarchies
3. In the view Search Criteria enter the Hierarchy ID or the Hierarchy Description that you have created in step 3.2.2, e.g. YBPCRMPROD. 4. Choose Search. 5. In the view Result List click on the Hierarchy ID you searched for. 6. In the assignment block Categories choose Edit Hierarchy and select the root Category that you have created in step 3.2.2, e.g. YBP_CRM_PRODTYPE. 7. Choose New to create a subordinated category and maintain the Hierarchy Structure (= Category ID), the Category (=Category Short Text) and the Product Type. Field Name
Field Entry
Hierarchy Structure
YBP_CRM_SALES
Category
BP CRM Sales Products
Product Type
Material
8. Open the assignment block Category Data, choose Edit and set the flags for Assignment Allowed, Documents Allowed and Prices Allowed in the view Product/Object Maintenance (if not already done) 9. Open the assignment block Assigned Set Types, choose Edit List and maintain the following Set Type ID and Set Type: Set Type
Description
COMM_PR_MAT
Basic Data for Materials
COMM_PR_UNIT
Units of Measure
COMM_PR_GTIN
Global Trade Item Number (GTIN)
COMM_PR_LGTEXT1
Basic Texts
COMM_PR_SHTEXT
Descriptions
CRMM_PR_TAX
Product Taxes
CRMM_PR_SALESA
Sales: Control Fields, Quantities
CRMM_PR_SALESG
Sales: Groupings
COMM_PR_LGTEXT
Texts
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide Set Type
Description
Set types for one product type can be assigned only to (one or more categories within) one hierarchy. If a set type is not offered in the possible entries help, it is already assigned to (a category of) another hierarchy. 10. Save.
3.2.5
Define Format of Product ID
Procedure 1. Access the activity using the following navigation options: Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components → SAP Product → Product without Customizing Transfer from Backend Systems
2. Select Define Output Display and Save Type of Product ID and click on the button Choose. 3. Choose New Entries if no data is displayed. 4. Maintain the values as shown in the following table. Field Name
Value
Prod. ID Length
18
5. Leave all other fields empty. It is strongly recommended to specify a maximum length of 18 characters for the product ID if integration with an ERP system is planned. Please see documentation of this customizing activity for details. 6. Choose Save.
3.2.6
Defining Number Ranges for Materials
Use The number assignment customizing defines within which number range intervals a product ID can or cannot be assigned. See documentation of IMG activity Customer Relationship Management Cross-Application Components SAP Product Settings for Product Type Number Assignment Preliminary Information about Number Assignment for details before defining number ranges.
Procedure 1. Access the activity using the following navigation options:
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide Transaction code
SPRO
SAP CRM IMG menu Cross-Application Components SAP Product Settings for Product Type Number Assignment Define Number Ranges for Product Type “Material” 2. Note that initially two number ranges (1 - 99999 and 999999 – 99999999) are defined, which are displayed by choosing Change Intervals. 3. Choose Back. 4. In order to create another interval, you have to choose the button Maintain (Groups) (F6). 5. In the main menu choose Group → Insert to define an external number range for this group in the pop-up window Insert Group. 6. For this, enter the following text and interval in the second line that has the flag for Ext set by default. Do not maintain any entries in the first interval line. Field Name
Value
Text
BP CRM Sales Products
From number
A
To number
ZZZZZZZZ
7. To confirm press ENTER. 8. In order to make sure that a new product of a specific product type gets a number of the number range of this group you have to assign the product type to this group. 9. Set a flag for the group BP CRM Sales Products. 10. Select the product type YBP_CRM_SALES from the Not assigned group section.
It is possible that a newly created category might not appear in this transaction at once (in group section Not assigned). In this case just log on to the CRM system again in order to refresh the data. 11. Choose the button Select Element to mark the product type. 12. Choose the button Assign Element/Group. 13. Save your entries.
3.2.7
Specify Number Assignment Settings
Use After creating the number ranges you have to make sure the number range is checked when creating a product in the CRM system.
Procedure 1. Access the activity using the following navigation options:
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide Transaction code
SPRO
SAP CRM IMG menu Cross-Application Components SAP Product Settings for Product Type Number Assignment Specify Number Assignment Settings 2. Choose Prod. Type Material. 3. Choose Details. 4. Enter the following values: Field Name
Value
Reference Prod. Type
01
ExternalNumberAssgmt
All external IDs Are Checks Against Number Ranges
Number of Attempts
20
5. Save your entries.
Result When creating a new product the ID (numeric or alphanumeric) is checked against the predefined number range.
3.2.8
Creating Products
Use The SAP BP CRM scenarios for marketing, sales and service require several different materials.
Procedure 1. Log on to the SAP CRM WebClient with the user ‘POWER_USER’. 2. Access the activity using one of the following navigation options: SAP CRM WebClient menu
Master Data Create: Product
3. In the view General Data enter the Product ID and the Product description. 4. Choose the Base Category by the selection help, e.g. YBP_CRM_SALES. 5. Choose the Base Unit ‘EA’ by the selection help. 6. Press Enter. 7. In the view Processing Data of the assignment block Product Details choose the Item Category Group ‘NORM (Sales Item)’ by the selection help. 8. Open the assignment block Distribution Chains and choose New. 9. In the view Distribution Chain select a corresponding Sales Organization and a Distribution Channel by the selection help, e.g. BP_Sales and Direct Sales. 10. In the view Control Fields, Quantities select the Item Cat. Group ‘NORM (Sales Item). 11. Choose Back. 12. To maintain the product description in different languages, open the assignment block Descriptions and choose Edit List
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide 13. Select a Language and maintain the product Description in the selected language. Repeat these steps for all languages, in which you want to maintain your product description. 14. To maintain a longer sales text to describe the product, open the assignment block Notes and choose New. 15. Select the Text Type ‘Basic text’ and the Language, in which you want to maintain the sales text from the dropdown list. 16. Enter the sales text in the view Text. 17. Repeat step 15 and 16 for all languages, in which you want to define a sales text. 18. Choose Back. 19. Save. 20. Create Products with the following IDs for example: Product ID
Product
H10
Trading Good 1
H11
Trading Good 2
H12
Trading Good 3
H13
Trading Good 4
H14
Trading Good 5
H20
Trading Good 6
H21
Trading Good 7
H22
Trading Good 8
H100
Trading Good 9
H200
Trading Good 10
.3.3 Conditions Use The pricing for products have to be defined in the CRM system in case of using CRM as a standalone system.
3.3.1
Determining Pricing Procedures
Use A pricing procedure has to be determined for every combination of sales organization and distribution channel.
Procedure 1. Access the activity using the following navigation options: Transaction code
SPRO
SAP CRM IMG menu
Customer Relationship Management Basic Functions Pricing Pricing in the Business Transaction Determine Pricing Procedures
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide 2. Choose New entries (F5). 3. Maintain the following data as described below: Sales Org.
Dis. Chan.
Division
Doc. Pric. Proc.
Cust. Pric. Procedure
Proc.
A (Standard)
1 (Standard)
A (Standard)
0CRM01 or customerspecific procedure
A (Standard)
A (Standard)
B (Standard)
B (Standard)
B (Standard)
B (Standard)
1 (Standard)
1 (Standard)
0CRM02 or customerspecific procedure
1 (Standard)
4. Select your combinations of Sales Organization, Distribution Channel and Division for the transaction type that you are using. For this, place your cursor in the field Sales Organization and choose F4 Help for each. Only sales organizations are displayed that have the attribute sales organization in the organizational model. 5. If required, also maintain the corresponding Distribution Channel and Division.
In case you make use of the header division you have to maintain the field Division, if you make use of the dummy division you have to leave the field blank! 6. Maintain the Document Pricing Procedure and the Pricing Procedure for standard sales transaction. Thereby, maintain for each combination of Sales Organization, Distribution Channel and Division the Document Pricing Procedure ‘A (Standard)’ and the standard Pricing Procedure, e.g..’0CRM01’. 7. Maintain the Document Pricing Procedure and the Pricing Procedure for sales transactions without taxes, e.g. opportunities. Thereby, maintain for each combination of Sales Organization, Distribution Channel and Division the Document Pricing Procedure ‘B (Standard)’ and the standard Pricing Procedure without tax, e.g..’0CRM02’. 8. Repeat Step 4 and 5 and additionally maintain the Customer Pricing Procedure ‘1 (Standard)’.
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide
To ensure the system will find prices for the customer, even if the customer is not assigned to your customer pricing procedure, it is important that the field Cust. Proc (Customer Pricing Procedure) remains empty in one row of the table Determination of Pricing Procedure for each combination of sales organization, distribution channel, document pricing procedure, customer pricing procedure, and pricing procedure. That is, for every combination that you create, you must create a copy in which the field Cust. proc. is left empty. 9. Save your entries. 10. Example result: Sales Org.
BP_Sales
3.3.2
Dis Chan
Division
Doc.Pric.Proc.
10
A (Standard)
10
A (Standard)
10
B (Standard)
10
B (Standard)
10
10
A (Standard)
10
10
A (Standard)
10
10
B (Standard)
10
10
B (Standard)
Cust.Pric. Procedure
Proc. 0CRM01 (or your specific procedure)
1 (Standard)
0CRM01 (or your specific procedure) 0CRM02 or customerspecific procedure
1 (Standard)
0CRM02 or customerspecific procedure 0CRM01 (or your specific procedure)
1
0CRM01 (or your specific procedure) 0CRM02 or customerspecific procedure
1 (Standard)
0CRM02 or customerspecific procedure
Creating Conditions
Use Conditions for the products have to be maintained.
Procedure 1. Log on to the SAP CRM WebClient with the user POWER_USER. 2. Access the activity using one of the following navigation options: SAP CRM WebClient menu
Master Data Search: Prices
3. In the view Choose Maintenance Group select Application Sales/Service and Price Maintenance Group Sales: Product Prices.
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SAP Best PracticesCRM Central Master Data Standalone (C09): Configuration Guide 4. Choose OK. 5. Click on the New button in the Result List and choose Price Type Product Price. 6. Enter the following values: Field Name
Value
Sales Org
< enter ID for sales org BP Sales> (e.g. BP_Sales)
Dis.Chan.
Y1
Product ID
(products have been created in step 3.2.8)
Amount
Curr.
Price Unit
1
Product Unit
EA
Valid From
Valid To
7. Choose Back. 8. Save your entries. 9. Repeat these steps for all products that have been created in step Creating Products.
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